Charles Schwab Trust Company is a firm that provides investment management, commercial bank, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio, Arizona, California, and Illinois (although they are present in other states as well).
Most Charles Schwab Trust Company clients are hospitals, outpatient health care practitioners and facilities, community food services, community housing services, and museums, historical sites, and similar institutions with revenues ranging from $27 million to $195 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Mid-Ohio Foodbank | 501(c)(3) | Grove City, OH | ||
| 2 | San Francisco-Marin Food Bank | 501(c)(3) | San Francisco, CA | ||
| 3 | Green Dot Public Schools | 501(c)(3) | Los Angeles, CA | ||
| 4 | Horizon House | 501(c)(3) | Seattle, WA | ||
| 5 | Polish National Alliance of the US of NA | 501(c)(8) | Chicago, IL | ||
| 6 | Desert Botanical Garden | 501(c)(3) | Phoenix, AZ | ||
| 7 | Shorehaven | 501(c)(3) | Oconomowoc, WI | ||
| 8 | Mental Health Association of Essex Andmo | 501(c)(3) | Montclair, NJ | ||
| 9 | Backus Hospital | 501(c)(3) | Norwich, CT | ||
| 10 | Katherine Shaw Bethea Hospital (KSB) | 501(c)(3) | Dixon, IL | ||
| ... | and 15 more Charles Schwab Trust Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Trust Company in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Capital Research and Management Company, State Street Global Advisors, Ubs Financial Services, Inc., Capfinancial Partners, LLC, TD Ameritrade Trust Company, Massachusetts Mutual Life Insurance Co., Charles Schwab Bank, and Ascensus.
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